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WealthTrust-Arizona’s CarMax KMX Stock Holding History

WealthTrust-Arizona’s Portfolio KMX Stock Details KMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-62
Closed -$3K – 605
2016
Q1 		$3K Hold
62
– – ﹤0.01% 508
2015
Q4 		$3K Hold
62
– – ﹤0.01% 536
2015
Q3 		$4K Hold
62
– – ﹤0.01% 495
2015
Q2 		$4K Buy
+62
New +$4.42K ﹤0.01% 518

Other funds holding KMX

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

WealthTrust-Arizona's KMX Position: Q2 2016 in Review

WealthTrust-Arizona sold out of CarMax (KMX) in Q2 2016, closing a stake of 62 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in KMX in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2015. 425 funds tracked by Wall St. Rank hold KMX as of Q2 2016.

  • WealthTrust-Arizona reported no remaining CarMax position as of Q2 2016 after selling out during the quarter.
  • WealthTrust-Arizona sold 62 CarMax shares in Q2 2016, an estimated $3K.
  • WealthTrust-Arizona first reported a position in CarMax in Q2 2015 and held it in 4 quarters.
  • WealthTrust-Arizona's CarMax position peaked at $4K in Q3 2015.
  • 425 funds tracked by Wall St. Rank held CarMax as of Q2 2016.

Based on WealthTrust-Arizona's 13F filing for Q2 2016, filed 20 Jul 2016.